Brian Drolet Email & Phone Number
Chief Executive Officer @ Prestige Wealth Management
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Brian Drolet Location
- Southlake, TX, US
Brian Drolet Work
- 2012 -now Chief Executive Officer @
- 2007 -2014 Financial Advisor @
Brian Drolet Education
- The American College of Financial Services
(CFP® Certification Education Program)
2018-2024 - The American College of Financial Services
RICP (Financial Planning and Services)
2016-2024 - The American College of Financial Services
(Chartered Financial Consultant (ChFC), Financial Planning and Services)
2017-2023 - University of North Texas
BBA (Finance)
2005-2007
Brian Drolet Skills
- Retirement Planning
- IRAs
- 401k Rollovers
- Wealth Accumulation Strategies
- 401k
- Mutual Funds
- Wealth Preservation Planning
- Annuities
- Life Insurance
- Medicare Supplements
- Medicare Advantage
- Disability Insurance
- Income Protection
- Critical Illness
- Asset Protection
- Insurance
- Group Benefit Plans
- Retirement
- Fixed Annuities
- Long-term Care
- Financial Advisory
- Wealth Management
- Investments
- Financial Planning
- Estate Planning
- Securities
- Long Term Care Insurance
- Leadership
- Sales
- Microsoft Office
- Microsoft Excel
- Long Term Care
- Management
Brian Drolet Summary
- Brian Drolet, based in Southlake, TX, US, is currently a Chief Executive Officer at Prestige Wealth Management. Brian Drolet brings experience from previous roles at Mutual of Omaha. Brian Drolet holds a 2018 - 2024 The American College of Financial Services. With a robust skill set that includes Retirement Planning, IRAs, 401k Rollovers, Wealth Accumulation Strategies, 401k and more. Brian Drolet has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Prestige Wealth Management Employees
Brian Drolet
Chief Executive Officer
Southlake, TX, US
Andrew Gold
Vice President of Wealth Management
Texas, United States
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